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Souders Financial Advisors’s Progressive PGR Stock Holding History

Souders Financial Advisors’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$947K Sell
4,335
-352
-8% -$70.9K 0.1% 103
2026
Q1 		$929K Buy
4,687
+733
+19% +$151K 0.11% 101
2025
Q4 		$900K Buy
3,954
+1,094
+38% +$247K 0.1% 96
2025
Q3 		$706K Buy
2,860
+179
+7% +$44.1K 0.08% 111
2025
Q2 		$715K Buy
2,681
+539
+25% +$148K 0.09% 110
2025
Q1 		$606K Sell
2,142
-102
-5% -$26.7K 0.08% 119
2024
Q4 		$538K Buy
2,244
+75
+3% +$18.9K 0.08% 123
2024
Q3 		$550K Sell
2,169
-163
-7% -$37.9K 0.08% 122
2024
Q2 		$484K Buy
2,332
+17
+0.7% +$3.56K 0.07% 125
2024
Q1 		$479K Sell
2,315
-198
-8% -$36.7K 0.08% 122
2023
Q4 		$400K Sell
2,513
-444
-15% -$69.5K 0.07% 128
2023
Q3 		$412K Buy
+2,957
New +$389K 0.08% 123

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Souders Financial Advisors's PGR Position: Q2 2026 in Review

Souders Financial Advisors reduced its Progressive (PGR) stake by 7.5% in Q2 2026, selling an estimated $70.9K and leaving 4,335 shares worth $947K. The position accounts for 0.1% of the portfolio, ranked #103.

Souders Financial Advisors first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Souders Financial Advisors held 4,335 shares of Progressive worth $947K as of Q2 2026.
  • Souders Financial Advisors sold 352 Progressive shares in Q2 2026, an estimated $70.9K.
  • Progressive made up 0.1% of Souders Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Souders Financial Advisors first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.